William Morrison is a CFA, CFP-designated registered investment advisor, based in Sheboygan Falls, WI, with 7 years of industry experience.
Location
517 Monroe Street, Sheboygan Falls, WI, 53085
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William works full-time as a wealth manager at Merit Financial Group. He also works a few hours per week as an insurance agent and about 10-20% of his time as an accounting professor at the University of Wisconsin.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Rooted Planning Group
Carl M. Hennig, INC.
Carl M. Hennig, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.